Financial Services Representative I - Helena

Only for registered members Helena, United States

5 days ago

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Job summary

This position is responsible for delivering personalized customer service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions.


Responsibilities

  • Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions.
  • Performs Teller duties including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.
  • Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions; identifies referral opportunities to other lines of business...

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